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Point View Wealth Management’s Chevron CVX Stock Holding History

Point View Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.56M Sell
30,308
-3,264
-10% -$264K 1.04% 16
2020
Q3 		$2.42M Buy
33,572
+2,224
+7% +$187K 1.14% 12
2020
Q2 		$2.8M Buy
31,348
+2,540
+9% +$227K 1.34% 8
2020
Q1 		$2.09M Buy
28,808
+4,674
+19% +$462K 1.14% 13
2019
Q4 		$2.91M Buy
24,134
+101
+0.4% +$11.9K 1.2% 10
2019
Q3 		$2.85M Sell
24,033
-1,450
-6% -$176K 1.29% 8
2019
Q2 		$3.17M Sell
25,483
-234
-0.9% -$28.3K 1.35% 7
2019
Q1 		$3.17M Sell
25,717
-147
-0.6% -$17.4K 1.41% 6
2018
Q4 		$2.81M Buy
25,864
+79
+0.3% +$9.15K 1.42% 6
2018
Q3 		$3.15M Sell
25,785
-468
-2% -$56.8K 1.4% 6
2018
Q2 		$3.32M Sell
26,253
-384
-1% -$47.7K 1.54% 4
2018
Q1 		$3.04M Sell
26,637
-229
-0.9% -$27.4K 1.46% 6
2017
Q4 		$3.36M Sell
26,866
-614
-2% -$72.8K 1.6% 6
2017
Q3 		$3.23M Sell
27,480
-1,275
-4% -$139K 1.55% 4
2017
Q2 		$3M Buy
28,755
+1,399
+5% +$148K 1.48% 6
2017
Q1 		$2.94M Buy
27,356
+2,906
+12% +$326K 1.51% 6
2016
Q4 		$2.88M Sell
24,450
-1,538
-6% -$167K 1.66% 5
2016
Q3 		$2.67M Buy
25,988
+472
+2% +$48.2K 1.59% 5
2016
Q2 		$2.67M Sell
25,516
-160
-0.6% -$16.1K 1.62% 6
2016
Q1 		$2.45M Buy
25,676
+2,650
+12% +$232K 1.58% 5
2015
Q4 		$2.07M Buy
23,026
+1,596
+7% +$144K 1.5% 8
2015
Q3 		$1.69M Buy
21,430
+3,159
+17% +$266K 1.35% 9
2015
Q2 		$1.76M Buy
18,271
+138
+0.8% +$14.5K 1.37% 11
2015
Q1 		$1.9M Buy
18,133
+1,728
+11% +$184K 1.47% 9
2014
Q4 		$1.84M Buy
16,405
+2,285
+16% +$260K 1.37% 13
2014
Q3 		$1.69M Buy
14,120
+632
+5% +$80.6K 1.43% 15
2014
Q2 		$1.76M Sell
13,488
-240
-2% -$29.9K 1.53% 12
2014
Q1 		$1.63M Buy
13,728
+1,405
+11% +$163K 1.49% 12
2013
Q4 		$1.54M Buy
+12,323
New +$1.49M 1.46% 12

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point View Wealth Management's CVX Position: Q4 2020 in Review

Point View Wealth Management reduced its Chevron (CVX) stake by 9.7% in Q4 2020, selling an estimated $264K and leaving 30,308 shares worth $2.56M. The position accounts for 1.04% of the portfolio, ranked #16.

Point View Wealth Management first reported a position in CVX in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.36M in Q4 2017. 2,480 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Point View Wealth Management held 30,308 shares of Chevron worth $2.56M as of Q4 2020.
  • Point View Wealth Management sold 3,264 Chevron shares in Q4 2020, an estimated $264K.
  • Chevron made up 1.04% of Point View Wealth Management's portfolio in Q4 2020, its #16 holding.
  • Point View Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Chevron position peaked at $3.36M in Q4 2017.
  • 2,480 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.